Inventory Bot

apps
by Bkper

Bkper Inventory Bot

The Inventory Bot monitors transactions in Financial Books and automatically tracks inventory items in a separate Inventory Book. Key features include:

Configuration

To configure the Bkper Inventory Bot, ensure the following setup:

Collection:

Properties Interactions:

The Inventory Bot interacts with various properties to manage and synchronize data effectively. Ensure these properties are correctly set in your books for optimal performance.

Book Properties:

Group Properties:

Transaction Properties:

Cost of Sales Service

The Inventory Bot uses the FIFO (First-In, First-Out) method to calculate Cost of Goods Sold, ensuring accurate tracking of inventory costs.

Key Features:

Important: The Inventory Bot automatically adds properties to transactions in the Inventory Book when calculating cost of sales. These properties are used for state and log control. It also manages transaction states by checking/unchecking transactions (see Transaction States). These properties and states must not be manually altered.

Using the Inventory Bot

To use the Inventory Bot:

  1. Set up your books: Ensure your Financial Books and Inventory Book are properly configured with the required properties.

  2. Record transactions: When recording purchase and sale transactions in your Financial Books, include the required properties (good, quantity, etc.).

  3. Calculate COGS: Use the bot's interface (in the More menu) to calculate Cost of Goods Sold for inventory accounts. This can be done for:

    • A specific account
    • All accounts in a group
    • All inventory accounts
  4. Review results: The bot provides detailed results of its calculations, showing the cost of goods sold for each account.

  5. Reset if needed: If you need to recalculate COGS for any reason, you can use the reset function to clear previous calculations and start fresh.

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